In the first half of 2026, the photovoltaic industry entered a stage of adjustment. Production in all parts of the main industry chain generally declined, product prices fluctuated and weakened, and the scale of new installations declined markedly. On July 23, at a seminar on reviewing the development of the PV industry in the first half of 2026 and looking forward to the situation in the second half of 2026 hosted by the China Photovoltaic Industry Association, a number of experts analyzed the multiple challenges currently faced by the industry. Industry experts believe that with the implementation of mandatory national standards, the elimination of inefficient production capacity is being accelerated, and the competitive logic of the industry is changing, gradually shifting from “competing prices and expanding scale” in the past to a value competition circuit centered on technology, quality, and differentiated advantages. Under optimistic expectations, the business conditions of leading companies are expected to reach an inflection point in the second half of the year. Furthermore, with the rapid growth in electricity demand for data centers and AI computing power, computing collaboration is becoming an emerging racetrack with great potential for development in the photovoltaic industry.

In the first half of 2026, the photovoltaic industry entered a stage of adjustment. Production in all parts of the main industry chain generally declined, product prices fluctuated and weakened, and the scale of new installations declined markedly. On July 23, at a seminar on reviewing the development of the PV industry in the first half of 2026 and looking forward to the situation in the second half of 2026 hosted by the China Photovoltaic Industry Association, a number of experts analyzed the multiple challenges currently faced by the industry. Industry experts believe that with the implementation of mandatory national standards, the elimination of inefficient production capacity is being accelerated, and the competitive logic of the industry is changing, gradually shifting from “competing prices and expanding scale” in the past to a value competition circuit centered on technology, quality, and differentiated advantages. Under optimistic expectations, the business conditions of leading companies are expected to reach an inflection point in the second half of the year. Furthermore, with the rapid growth in electricity demand for data centers and AI computing power, computing collaboration is becoming an emerging racetrack with great potential for development in the photovoltaic industry.